Book appointments in the team calendar

Calendar shows the bookings of your team. You add a booking in the calendar. A customer books on a booking page, and your agent books in a conversation. Line keeps all bookings in Line. It does not read or write the Google or Outlook calendars of your team.

See the calendar

1. In the main menu, select Calendar.
2. Select a view: Day, Week, Month or Team.
3. Use Today and the previous and next arrows to move through the dates.
4. To see one person, select them in the Team member list.

The Team view shows one day with one column for each team member. Use it to plan visits. All times use the timezone of your default hours.

Add an appointment

1. Select an empty time in the calendar, or select New appointment.
2. In Add people, type a name to find a team member or a customer. You can also type an email address or a phone number.
3. Set the date, the start and the end.
4. Select how you meet: Online meeting, Phone call or In person.
5. Optional: select a type. The type fills the length, the meeting link or the address.
6. Select Add appointment.

When you add a team member, the dialog shows when each person is busy. A clash shows in red. You can still book over a clash.

To change a booking, select it in the calendar, make the change, then select Save. You can set its status to Completed, No-show or Cancelled.

Set up an appointment type

An appointment type is a booking that customers and agents can make. It sets the length, the hours and the team.

1. Open Calendar, then select Appointment types.
2. Select New appointment type.
3. Type a Name and a Description. Customers and agents see the description.
4. Select the kind. For an online meeting, add the Meeting link. For an in-person type, add the Address. Leave the address empty to ask the customer for theirs.
5. Set the Length, Buffer before and Buffer after. Use the buffers for travel between visits.
6. Select the Hours, the Minimum notice and how far ahead customers can book in Book up to.
7. Under Team, keep Everyone in the team on, or select the people who take this type.
8. Turn on Booking page to give customers a link.
9. Select Create appointment type.

To stop new bookings, select Archive. Bookings that exist stay in the calendar.

Share a booking page

1. Open Appointment types.
2. Select Copy link on the type.
3. Send the link to your customers or add it to your website.

The customer picks a day and a free time, then gives a name and an email address or a phone number. Line gives the booking to the team member with the fewest bookings that day. The customer gets a confirmation email when they give an email address.

Let your agent book

Your agent can use two tools: Check availability and Book appointment. Turn them on in the agent's Tools tab, then publish the agent. The agent offers only free times and books one for the customer.

Who can do what

Common problems

A booking page or an agent offers no times. No team member on the type is free in its hours. Check the Hours, the Team, the Minimum notice and Book up to on the type.

The address search finds nothing. Select Enter address manually and type the full address. A typed address has no map.

A customer did not get a confirmation. Line sends the email only for a booking-page booking with an email address. A booking you add in the calendar does not send an invite.